The SECURE Act changed how we plan for our clients with special needs.

The SECURE Act changed who is entitled to stretch required minimum distributions of an inherited retirement account over their life expectancy. Beneficiaries who are disabled or chronically ill are among the groups who are entitled to this benefit.  Because of this consideration, a new trust is now offered in ElderDocx®, the SECURE Supplemental Needs Trust.

EC SECURE Supplemental Needs Trust™ Documents:

  1. EC Secure Supplemental Needs Trust™
  2. Certification of Trust
  3. Trust Amendment
  4. Trustee Instruction Letter
  5. CPA Letter
  6. Third-Party Trust Letter to SSA/Medicaid
  7. Trustee Letter re Duty to Report
  8. ISM Reporting Letter
  9. Qualified Disability Trust Letter